Reference: Supplier Invoice Split Screen
You can view attachments on supplier invoices and invoice adjustments as a split screen in edit and view tasks. You can:
- View the split screen on these tasks:
- Edit Supplier Invoice
- Edit Supplier Invoice Adjustment
- View Supplier Invoice
- View Supplier Invoice Adjustment
- Not view the split screen on Review, Revise, Approve, Create, Copy, or Correct tasks.
- Add an attachment to an invoice in progress and save it, then view the attachment on the split screen.
- Expand or collapse attachments.
- View the attachment in a separate browser window.
- Flip through the pages of an attachment.
- View a different attachment on the same invoice document.
- View a single screen if the invoice doesn't have any attachments.
When you view an attachment in a separate window, you can dynamically view attachments for different supplier invoices by keeping the attachment window open when navigating elsewhere in Workday on the same browser tab. The attachment window will update to available attachments when viewing another invoice, and clear when you aren’t viewing an invoice or the invoice doesn’t include attachments. You can also view multiple separate attachment windows when opened from separate browser tabs.
Workday closes a separate attachment window when you:
- Refresh the tab that originated the attachment window.
- Navigate to a different URL on the tab that originated the attachment window.
- Log out or timeout from your Workday session.
Workday supports these attachment file formats:
- .DOC
- .DOCX
- .GIF
- .JPEG
- .JPG
- .PDF
- .PNG
Access the
Edit Tenant Setup - Financials
task, navigate to the Supplier Accounts Options
section, and configure the Split Screen Default Option
prompt:Option | Description |
|---|---|
Always Collapsed
| The attachment is collapsed upon initial load of the supplier invoice. You can expand it as needed. |
Always Expanded
| The attachment displays to the right of the supplier invoice upon initial load. You can hide it as needed. |